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iShares 0-5 Year High Yield Corporate Bond ETF

530 hedge funds and large institutions have $4.89B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 230 increasing their positions, 165 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 165

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

3% less capital invested

Capital invested by funds: $5.03B → $4.89B (-$144M)

1.45% less ownership

Funds ownership: 77.1%75.66% (-1.4%)

2% less funds holding

Funds holding: 541530 (-11)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
530
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
7.11%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.35%
New
55
Increased
230
Reduced
165
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
SOA Wealth Advisors
New York
$765
FWM
527
FSA Wealth Management
Massachusetts
$740
EB
528
Eastern Bank
Massachusetts
$553
HHGA
529
Halbert Hargrove Global Advisors
California
$426 +$429 +10 New
Russell Investments Group
530
Russell Investments Group
United Kingdom
$425 +$429 +10 New
NC
531
NewSquare Capital
Pennsylvania
$75
BNP Paribas Asset Management
532
BNP Paribas Asset Management
France
-$25.6M -601,371 Closed
DFG
533
Delphi Financial Group
Delaware
-$22.6M -530,590 Closed
HCM
534
Hilton Capital Management
New York
-$21.7M -508,768 Closed
PAS
535
Park Avenue Securities
New York
-$17.6M -413,602 Closed
SIM
536
SSI Investment Management
California
-$9.1M -213,505 Closed
N
537
Nuveen
North Carolina
-$8.36M -196,241 Closed
AA
538
Advisory Alpha
Michigan
-$7.03M -165,062 Closed
CFGS
539
Concourse Financial Group Securities
Alabama
-$6.4M -148,369 Closed
JFG
540
Jefferies Financial Group
New York
-$4.36M -102,251 Closed
TCMP
541
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$3.77M -88,554 Closed
RC
542
Roundview Capital
New Jersey
-$3.22M -75,626 Closed
WM
543
Whitford Management
New York
-$3.19M -74,956 Closed
WWM
544
Whalen Wealth Management
Nevada
-$2.03M -47,640 Closed
VP
545
Verum Partners
North Carolina
-$1.99M -46,606 Closed
BEI
546
Benjamin Edwards Inc
Missouri
-$1.54M -36,025 Closed
AI
547
AXS Investments
New York
-$1.51M -35,401 Closed
NAM
548
NorthCrest Asset Manangement
Minnesota
-$1.45M -33,952 Closed
WI
549
WBI Investments
New Jersey
-$1.42M -33,362 Closed
GCM
550
Generation Capital Management
New York
-$987K -23,155 Closed

SHYG Hedge Fund Activity: Q1 2025 in Review

530 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2025, worth a combined $4.89B — down 2.9% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHYG positions and 54 closed out — a net gain of 1 holder — while 230 added to existing stakes and 165 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $72.3M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $55.8M.

  • 530 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2025, down from 541 in Q4 2024.
  • Funds reported $4.89B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2025, down 2.9% quarter-over-quarter.
  • 55 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2025 and 54 closed out, a net change of +1 holder.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2025 was AssetMark Inc, an estimated $72.3M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2025 was State of New Jersey Common Pension Fund D, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.